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Stock impact report

Why BofA Just Turned Neutral on Arm Holdings plc (ARM) [Yahoo! Finance]

Arm Holdings plc - American Depositary Shares (ARM) 
Company Research Source: Yahoo! Finance
Holdings plc (NASDAQ:ARM) to ‘Neutral' from ‘Buy' and maintained a $120 price target, according to TheFly. The analyst believes global smartphone units could witness a dip in the low single digits YoY due to high memory costs and supply issues, which will adversely impact ARM Client royalty sales. Since Reuters announced that Arm Holdings plc (NASDAQ:ARM)'s restructuring to create a Physical AI unit to strengthen its position in the robotics space, the stock has declined by nearly 3%. According to the statement by executives, the company will now operate through three segments: Cloud and AI, Edge, and Physical AI. electronics-6055226_1280 Earlier, on December 16, 2025, BofA reduced the price target on Arm Holdings plc (NASDAQ:ARM) to $145 from $205 and maintained a ‘Buy' rating on the stock. Despite the firm being confident about the smartphone and data center v9/CSS adoption and content expansion, the enhanced SoftBank contribution and dependence to achieve its growth outlook f Show less Read more
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